Changes made in Panoply - Version 2.214

1) Changes to Authorize Warranty Conversion screen :- Authorize Warranty Conversion screen has undergone minor User Interface changes.

2) Changes to Company Master and Covering Letter in Quote :- Following changes are implemented in the latest version of Panoply :-

i) Changes in Company Master :- Provided a new field called "Covering Let." 

ii) Changes to Quote :- In the Quote covering letter shall display according to the Covering Letter definition done at Company Master level.

3) Changes to Worksheet :- Sales Managers can now download the worksheet which comes for SM Approval in excel pivot format which details the Pricing Summary of the Lead as well Item level parameter details.

4) Changes to Sales Parts Management :- Following changes are done for Sales Parts Management :-  

i) Configuration Side :- Price validation submission can be done only at lead level. Users can now send Parts for Price validation at Lead Level. However they can view the Parts in Parts Addition, Parts Validation, Price Validation, HSN Validation, GST Validation status at Product level too.

ii) Part Validation :- User can now reject the part number which comes part validation after capturing comments.

iii) Price Validation :- Sales Manager can now capture comments when he Approves or Rejects a Price validation :- 

5) Changes to Cross Selling Functionality :- Hereafter any Cross Selling enquiry is logged by an Engineer, it will go through a qualification process which is a privilege based activity. Qualifier can either Qualify or Reject the cross selling after capturing the comments. Cross Selling qualification screen in the below screenshot :- 

6) Changes to Marketing Campaign Code :- Marketing Campaign code screen has undergone a revamp resulted in removal and addition of few fields. Following are the changes :- 

i) Please find the below Campaign code landing screen.

ii) While adding a new /editing an existing campaign looks like the below screenshot :- 

Explaining the above screenshot :-

a) Campaign Type :- Three types basically; Category, Sales and System. User can select only Category and Sales whereas the   Campaign type as System is a system generated one.

b) Campaign Code :- User may enter relevant Campaign code.

c) Status :- Two Statuses :- Published and Unpublished. User can basically mark an already published campaign code as       Unpublished.

d) Expected Funnel :- User may forecast the expected Funnel Amount from the Campaign. next to it you can choose the Currency associated.

e) Scope of Work :- User can attach the scope document with respect to campaign.

iii) Users can now select Campaign Codes if already the lead is tagged with system campaign code :- 

iv) User can still update/change Campaign code after SM check using the bulk update option. Please find the below screenshot:- 

7) Changes to Install Base screen :- Install Base screen has undergone a UI revamp with look and feel.

8) Changes to IS Management:-  With respect to new change, in IS Management, Clearance Pending, Export Scheduling and Delivery Schedule screen for each and every Freight Forwarders Duty & Freight Charges are segregated are based on the cost heads. Also Total Cost Head value should match with the Freight Forwarder bill value.

Note :- Cost head value gets apportioned to all the items in the EO on individual item value weight-age. In-case of any Zero Value items in that EO, the value will get equally apportioned.

Please find the below screenshot for capturing Cost Head :- 

                                                                                    Thank You